Diversify your portfolio beyond the common indices.
Lower correlation and increase risk-adjusted returns.
Active equity strategies adapt to changing market structures and conditions.
Nimble portfolio managers can move faster than rapid macro shocks like Covid.
Our three portfolio management teams each have a minimum of 20 years of experience. Our track records stretch back nearly two decades.
We are independent managers not part of large banks. This enables us to move quickly in changing marketing environments without red tape.
We design custom separately managed accounts investing directly in equities, bonds, and options. By investing directly in these instruments, we avoid double-fees other firms incur by investing your money in mutual funds, managed money accounts, and ETFs. Our research is conducted in-house, avoiding groupthink and conflicts of interest often seen in Wall Street firms. Our clients are sophisticated, high-net-worth individuals that know the value of going straight to the source.
Frank Value Fund Ticker Symbols:
Investor Class: FRNKX
Institutional Class: FNKIX
Camelot Event-Driven Fund Ticker Symbols:
Class A: EVDAX
Institutional Class: EVDIX
West Hills Core Fund Ticker Symbol: